2023 Form 5500 filing — Grayrobinson 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250616110548NAL0002221938001) for Grayrobinson 401(K) Plan, reported by Grayrobinson, P.A. under EIN 59-1300132 and plan number 002. It reports 780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$211.8MReported net assets$211,767,549

Participants780

Provider compensation$36.1K2 Schedule C row(s)$36,108

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250616110548NAL0002221938001
Plan sponsor: Grayrobinson, P.A.
EIN: 59-1300132
Plan number: 002
Location: Orlando, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$211.8M total assets

Net assets$211.8MLiabilities—

Money in vs. money out

Total income / additions$43.3M

Total expenses$14.3M

Benefits paid / distributions$14.3M

Contributions

Employer$5.3M

Participant$4.9M

Full reported line items

Total assets (EOY): $211,767,549
Net assets (EOY): $211,767,549
Employer contributions: $5,304,284
Participant contributions: $4,915,055
Total income / additions: $43,271,016
Benefits paid: $14,274,246
Administrative expenses: $33,965
Total expenses: $14,308,211
Net increase / (decrease): $28,962,805

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Advisory Group, LLC$35.9K
INVESTMENT MA NAGER · Direct $35.9K
2
Empower Annuity Insurance Company$172
CONSULTING · Direct $172

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250616110548NAL0002221938001 cover?: It is the 2023 Form 5500 filing for Grayrobinson 401(K) Plan, reported by Grayrobinson, P.A. (EIN 59-1300132).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).